Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,137 | $138,076-42.7% | $123,553-35.9% | $135,380-41.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.83% | 153.70%-158.5pp | 119.21%-124.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $9,197 | $5,152+78.5% | $4,628+98.7% | $4,779+92.5% |
| Participant deferral / active EE | $6,939 | $6,800+2.1% | $6,426+8.0% | $5,609+23.7% |
| Admin fee / account holder | $14,778 | $10,917+35.4% | $9,284+59.2% | $10,828+36.5% |